Top 38 Financial consultant Jobs in Fulton, Mo

Tax Advisor
Squires Tax Planning —Columbia, MO
- $65,000 - $95,000 a year
- Full-time
- Google Workspace
- CPA
- Mid-level
- Continuing education credits
- Health insurance
Quick Apply
4d
Wealth Management Trainee (MO)
Bankers Life —Columbia, MO
- $50,000 - $80,000 a year
- Full-time
- Business development
- Leadership
- Communication skills
- Referral program
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Wealth Advisor
WealthBridge Financial Group —Columbia, MO
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Portfolio Manager
Central Bancompany —Jefferson City, MO
- Finance
- Business development
- Bachelor's degree
Relationship Manager
Central Bancompany —Jefferson City, MO
- CPA
- 5 years
- Finance
Financial Representative
Northwestern Mutual —Columbia, MO
- $90,875 - $198,145 a year
- Full-time
- Hospitality
- Sales
- Military
- Paid training
- Disability insurance
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Financial Advisor
First State Community Bank —Columbia, MO
- Full-time
- Mid-level
- Bachelor's degree
- 401(k) matching
Trust Associate
Central Bancompany —Jefferson City, MO
- Research
- Office
- Organizational skills
14d
Associate Advisor
LaBrunerie Financial —Columbia, MO
- From $28 an hour
- Full-time
- Background check
- 5 years
- Office
- Profit sharing
- Paid holidays
Quick Apply
10d
Managing Director (Colombia Metro)
WealthBridge Financial Group —Fulton, MO
- $125,000 - $175,000 a year
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Private Client Advisor Associate
Commerce Bank —Columbia, MO
- $23.80 - $27.65 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
7d
Wealth Management & Investment Advisor
First Mid —Columbia, MO
- $49,000 - $61,300 a year
- Mid-level
- Master's degree
- Business development
- Employee stock purchase plan
- Health insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays

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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year
Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
Quick Apply

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financial consultant jobs near fulton, mo

Tax Advisor

Squires Tax Planning
Columbia, MO

Quick Apply

Job Details

Full-time
$65,000 - $95,000 a year
4 days ago

Benefits

Continuing education credits
Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Customer communication
Public accounting
Process improvement
Financial software
Partnership tax expertise
Attention to detail
Customer relationship management (CRM) systems (technically supported)
Tax preparation software
Productivity software

Full Job Description

Tax Advisor / CPA or EA – Proactive Tax Planning

Squires Tax Planning
Location: Columbia, MO or Osage Beach, MO
Job Type: Full-time
Work Setting: On-site, with opportunities to work remotely
Pay: $65,000–$95,000 per year, based on experience, plus performance-based bonus opportunity
Benefits: Health insurance, 401(k) with employer match, paid time off, professional development, and opportunities for remote work

Build tax strategies—not just tax returns.

Most tax professionals spend the year looking backward. At Squires Tax Planning, we help clients look ahead.

We are hiring a Tax Advisor to serve entrepreneurs, business owners, real estate investors, and high-income professionals through proactive, ethical tax planning. This is a client-facing advisory role for a CPA, EA, or experienced tax professional who can confidently communicate with clients, move work forward, and maintain a high standard for accuracy and documentation.

If you enjoy helping clients make smart financial decisions, thrive in a fast-moving environment, and take pride in organized, high-quality work, this is an opportunity to build a meaningful advisory career with a growing Missouri firm.

What You’ll Do

Manage and support a portfolio of tax-planning clients through onboarding, strategy, implementation, tax preparation, and recurring reviews.
Review individual and business tax returns, financial information, and entity structures to identify planning opportunities, risks, and next steps.
Prepare for and participate in client strategy meetings, kickoff calls, and quarterly reviews.
Explain tax strategies in plain language so clients understand the recommendation, expected impact, required actions, and deadlines.
Help implement proactive tax strategies, including entity and compensation planning, retirement planning, accountable plans, real-estate-related strategies, and other client-specific opportunities.
Coordinate closely with tax preparers and internal team members to ensure client work moves smoothly from sale through implementation and review.
Maintain accurate client notes, workpapers, documentation, communications, and task status.
Use systems including Monday.com, HubSpot, Corvee, Instead, Drake, and Google Workspace to deliver a consistent client experience.
Follow established SOPs, verify source information, and protect quality and compliance before work is delivered.
Identify process gaps and bring forward practical solutions that improve speed, consistency, and client experience.

What Success Looks Like

You will be trusted to keep client work moving without sacrificing detail. You will communicate early when information is missing, make complex tax rules understandable, and ensure every client knows the next step.

This role is ideal for someone who enjoys relationship-building and client communication while also valuing structure, documentation, compliance, and reliable follow-through.

Required Qualifications

CPA or Enrolled Agent credential, or active progress toward CPA or EA licensure.
3+ years of experience in tax preparation, tax planning, public accounting, or a related tax advisory role.
Experience with individual and business taxation, including 1040, 1065, 1120-S, and 1120 returns.
Working knowledge of sole proprietorships, partnerships, S corporations, and C corporations.
Strong written and verbal communication skills, including the ability to explain tax concepts clearly to non-tax professionals.
Strong organization, attention to detail, and ability to manage multiple deadlines.
Comfort using tax software, workflow systems, CRM tools, client portals, and Google Workspace or Microsoft Office.

Preferred Qualifications

Experience advising entrepreneurs, business owners, real estate investors, executives, or high-income clients.
Experience in a client-facing tax advisory or tax-planning role.
Experience with Drake, Corvee, Instead, Monday.com, HubSpot, or similar platforms.
CFP designation, financial-planning knowledge, or experience with advanced tax-planning strategies.
A record of improving processes, building templates, or strengthening quality-control systems.

Why Squires Tax Planning

Squires Tax Planning helps entrepreneurs, creators, and high-performers keep more of what they earn by turning tax complexity into proactive, personalized strategy. We believe tax planning should create clarity, confidence, and lasting wealth—not stress and confusion.

Our core values guide how we work:

Clarity: We make the complex understandable.
Proactive: We are year-round advisors, not seasonal service providers.
Ownership Mindset: We take initiative and follow through.
Systemized Excellence: We use strong systems and tools to create reliable, scalable service.
People Over Processes: We never lose the human touch.

You will join a growing firm that is investing in stronger client systems, defined handoffs, proactive planning, and a high-quality client experience.

Compensation and Benefits

$65,000–$95,000 annual base salary, based on experience
Performance-based bonus opportunity
Health insurance
401(k) plan with employer match
Paid time off
Opportunities to work remotely
Continuing education, licensing, and professional-development support
A team environment focused on growth, ownership, and doing meaningful work for clients

How to Apply

Apply through Indeed with your resume.

As part of your application, please answer this question:

Selected candidates will complete interviews and may be invited to complete a job-related work-style assessment as one component of the hiring process.

Squires Tax Planning is an equal opportunity employer.

Pay: $65,000.00 - $95,000.00 per year

Benefits:

401(k)
Continuing education credits
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance
Work from home

Work Location: In person

Quick Apply

Refine Your Search

financial consultant jobs in fulton, mo

Tax Advisor

Wealth Management Trainee (MO)

Wealth Advisor

Portfolio Manager

Relationship Manager

Financial Representative

Financial Advisor

Trust Associate

Associate Advisor

Managing Director (Colombia Metro)

Private Client Advisor Associate

Wealth Management & Investment Advisor

Relationship Manager – Private Wealth & Tax Solutions

Financial Coach

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